Alexia joined First Long Investors in 2016 as part of the portfolio administration team. Alexia handles account openings, and client day-to-day requests including one-time and recurring transfers, and other client cash flow needs. She is part of the team which ensures that all clients are meeting the necessary requirements associated with IRA account required minimum distributions. Alexia manages the daily reconciliation process to ensure that all data in FLI databases and those of the outside custodians that hold client assets are in sync. Additionally, Alexia ensures that all cost basis is up to date on new inflows so that client reporting is accurate. Alexia has been working in the banking and finance sector for her entire career, including positions at Signature Bank, TD Bank and FCE Group. Alexia earned her B.S. in Business Management with a concentration in Finance from St. Francis College. She lives in Glen Cove and enjoys basketball and kayaking.
To contact Alexia, please email her at firstname.lastname@example.org.